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Finwise Bancorp (FINW)

CUSIP: 31813A109 | NYSE | Financial Services · Banks - Regional | Micro Cap | 125 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

US Bancorp \de\469,048
0.0% of portfolio›$5.2M
Wasatch Advisors LP235,416
0.0% of portfolio›$2.6M
Geode Capital Management, LLC226,584
0.0% of portfolio›$2.5M
Dimensional Fund Advisors LP123,591
0.0% of portfolio›$1.4M
Strs Ohio38,900
0.0% of portfolio›$433.3K
Tempus Wealth Planning, LLC28,022
0.1% of portfolio›$312.2K
Bank of New York Mellon Corp21,105
0.0% of portfolio›$235.1K
Norden Group LLC16,921
0.0% of portfolio›$188.5K
IFP Advisors, Inc12,000
0.0% of portfolio›$133.7K
Deutsche Bank Ag\8,383
0.0% of portfolio›$93.4K
Barclays PLC6,556
0.0% of portfolio›$73.0K
Russell Investments Group, Ltd.6,329
0.0% of portfolio›$70.5K
Fortitude Family Office, LLC583
0.0% of portfolio›$6.5K
Citigroup Inc476
0.0% of portfolio›$5.3K
Gamma Investing LLC396
0.0% of portfolio›$4.4K
UMB Bank, n.a.322
0.0% of portfolio›$3.6K
Sterling Capital Management LLC272
0.0% of portfolio›$3.0K
Covestor Ltd143
0.0% of portfolio›$2
Parkside Financial Bank & Trust75
0.0% of portfolio›$840
EverSource Wealth Advisors, LLC42
0.0% of portfolio›$468
Allworth Financial LP39
0.0% of portfolio›$566
SJS Investment Consulting Inc.31
0.0% of portfolio›$346
Essential Partners LLC8
0.0% of portfolio›$89
PNC Financial Services Group, Inc.5
0.0% of portfolio›$56
Farther Finance Advisors, LLC5
0.0% of portfolio›$56
Root Financial Partners, LLC3
0.0% of portfolio›$33
True Wealth Design, LLC2
0.0% of portfolio›$23
StyleTurnoverLocationFiled
US Bancorp \de\
469,048$5.2M0.0%IndexLowMinneapolis, MN2026-11-05
Wasatch Advisors LP
235,416$2.6M0.0%GARPMediumSalt Lake City, UT2026-10-13
Geode Capital Management, LLC
226,584$2.5M0.0%IndexVery LowBoston, MA2026-11-06
Dimensional Fund Advisors LP
123,591$1.4M0.0%IndexLowAustin, TX2026-11-04
Strs Ohio
38,900$433.3K0.0%CoreMediumColumbus, OH2026-10-30
Tempus Wealth Planning, LLC
28,022$312.2K0.1%ETFMediumIrvine, CA2026-10-14
Bank of New York Mellon Corp
21,105$235.1K0.0%CoreLowNew York, NY2026-11-05
Norden Group LLC
16,921$188.5K0.0%GrowthMediumProvo, UT2026-10-20
IFP Advisors, Inc
12,000$133.7K0.0%GrowthLowTampa, FL2026-10-16
Deutsche Bank Ag\
8,383$93.4K0.0%CoreMediumFrankfurt Am Main, Hong Kong2026-11-06
Barclays PLC
6,556$73.0K0.0%CoreMediumLondon, United Kingdom2026-11-06
Russell Investments Group, Ltd.
6,329$70.5K0.0%CoreLowSeattle, WA2026-11-06
Fortitude Family Office, LLC
583$6.5K0.0%ETFMediumScottsdale, AZ2026-10-14
Citigroup Inc
476$5.3K0.0%CoreMediumNew York, NY2026-11-04
Gamma Investing LLC
396$4.4K0.0%IndexVery LowFoster City, CA2026-10-08
UMB Bank, n.a.
322$3.6K0.0%CoreLowKansas City, MO2026-11-06
Sterling Capital Management LLC
272$3.0K0.0%GARPMediumCharlotte, NC2026-10-22
Covestor Ltd
143$20.0%ValueHighLondon, United Kingdom2026-10-30
Parkside Financial Bank & Trust
75$8400.0%CoreVery LowSaint Louis, MO2026-10-27
EverSource Wealth Advisors, LLC
42$4680.0%CoreMediumBirmingham, AL2026-11-04
Allworth Financial LP
39$5660.0%IndexLowFolsom, CA2026-11-06
SJS Investment Consulting Inc.
31$3460.0%ETFVery LowSylvania, OH2026-10-26
Essential Partners LLC
8$890.0%ValueMediumRancho Santa Fe, CA2026-10-14
PNC Financial Services Group, Inc.
5$560.0%GrowthVery LowPittsburgh, PA2026-11-06
Farther Finance Advisors, LLC
5$560.0%IndexLowSan Francisco, CA2026-10-08
Root Financial Partners, LLC
3$330.0%ETFMediumEncinitas, CA2026-10-21
True Wealth Design, LLC
2$230.0%ETFMediumAkron, OH2026-10-13